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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,298 | $100,938-85.8% | $90,461-84.2% | $158,982-91.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 15.81% | 1727.20%-1711.4pp | 1294.76%-1279.0pp | 302.99%-287.2pp |
| Employer contribution / active EE | $502 | $3,691-86.4% | $3,264-84.6% | $4,763-89.5% |
| Participant deferral / active EE | $876 | $4,350-79.9% | $3,964-77.9% | $5,983-85.4% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |